For investors, CPG analysts, and functional beverage innovators — this New to The Street: Investor Event Special features Jack Ross, CEO of Synergy (NASDAQ: SNYR), presenting the company’s rapid expansion into the fast-growing brain health and functional beverage categories through its flagship brand Focus Factor.
Focus Factor currently generates 86% of Synergy’s revenue, delivering nearly $40 million in 2024 revenue and ~$10 million EBITDA. With a 25-year legacy and the #1 pharmacist-recommended brain health brand in the U.S., Focus Factor’s pill line is stocked for decades across Costco, Walmart, CVS, Walgreens, and more.
Now Synergy is scaling the Focus Factor Ready-To-Drink (RTD) beverage nationwide — a category growing 16% annually, with brain health supplements growing double digits. Costco pilots in Texas (44 stores) and Canada (102 stores) exceeded sell-through thresholds of $2,500/week per building, validating retailer and consumer demand.
Key Highlights from the Investor Event
Massive retail runway:
Costco alone represents a $100M+ RTD opportunity at current thresholds
Synergy products already in 706 of Costco’s 876 global stores
New distribution with Kroger after 5–6 years of pursuit
Nationwide DSD rollout:
DSD partners secured in Rhode Island, Massachusetts, Connecticut, Alabama, and expanding in all 50 states by year-end
Industry disruption from Pepsi/Celsius acquisitions creates openings Synergy is actively filling
Product innovation pipeline:
Focus Factor Energy Shot (functional alternative to 5-Hour)
Brain Health Coffee enhancer for the $28B coffee market
Additional RTD SKUs in development
Strong financial foundation:
IPO led by Roth Capital at $9/share
Additional $4.6M raise from Bancroft
2024 projected: ~$40M revenue, ~$10M EBITDA
Global expansion:
Active in U.S., Canada, Mexico, and the UK
Mexico roll-out begins year-end, with Sam’s Club and Walmart Mexico engaged
Leadership:
CEO Jack Ross personally invested $2.7M in the IPO and owns just under 50% of all outstanding shares.
Synergy is building a powerful portfolio of consumer wellness brands — but Focus Factor RTD is poised to become the company’s breakout growth engine, positioned squarely at the intersection of brain health + functional energy, one of the fastest-growing spaces in retail today.